Free SalesLogix Training : SalesLogix Web Client, SalesLogix, SalesLogix Video, SalesLogix Training

Adding New Products - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 20 Apr 2011 09:16:00 GMT

This Saleslogix Training webinar will show the Admin user how to add New Products into the database. The user can also , build group, add pricing and delete products if necessary. This is part of an entire series of Administrative Workshops.

Link: http://www.youtube.com/watch?v=1VYwJlasOLQ

Watch video below:

SalesLogix Literature Fulfillment [Video]

Dale Richter — Wed, 13 Apr 2011 08:46:00 GMT

This SalesLogix Training webinar will show the user how to fulfill Literature Requests.

It is necessary to use the LAN Client to fulfill Literature Requests. In the Web Client, you are able to view the Detail View of Literature Requests.

You are also able to delete and change Literature Requests in the Web Client.

I am looking forward to functionality that allows the user to fulfill from with the Web Client.

Link: http://www.youtube.com/watch?v=5Oyyj91JgCg

Watch video below:

Creating a New Literature Request in SalesLogix Web / Cloud [Video]

David Tinjum — Wed, 06 Apr 2011 09:58:00 GMT

In this SalesLogix Training webinar I will demonstrate how to create a New Literature Request, using the LIterature Item that we created in the last webinar.

Link: http://www.youtube.com/watch?v=5O3QBq4j3jA

Watch video below:

Creating a New Literature Item - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 30 Mar 2011 08:25:00 GMT

This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.

Link: http://www.youtube.com/watch?v=L7RHDbHIZCI

Watch video below:

Creating a New Note in SalesLogix Web / Cloud [Video]

Dale Richter — Wed, 23 Mar 2011 07:05:00 GMT

This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.

Link: http://www.youtube.com/watch?v=OhmGj4hrVfA

Watch video below:

Customization to the Account Detail View - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 16 Mar 2011 08:10:00 GMT

In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.

The user will learn to to add a field to the database, put an object on the Detail Form and deploy the website.

Some great information with some very easy steps to follow.

Link: http://www.youtube.com/watch?v=vY4YBtVMQkg

Watch video below:

Picklist Attributes - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 09 Mar 2011 10:19:00 GMT

This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.

In the new version 7.53, the Administrative user is able to change picklists attributes via the SalesLogix Web Client, without having to access the Application Architect.

Check out the video for more........

Link: http://www.youtube.com/watch?v=L8W-BJzWOCI

Watch video below:

Using Roles - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 02 Mar 2011 10:08:00 GMT

In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.

These options are only available through the web client.

The user will learn to add functionality as well as users to exising roles.

Link: http://www.youtube.com/watch?v=7uLIgXj1LdM

Watch video below:

Creating a New Team - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 16 Feb 2011 09:55:00 GMT

This SalesLogix Administrative Training webinar will show the user how to create a new Team for ownership of records. This is one of many in a series of webinars for Administrative Options.

Link: http://www.youtube.com/watch?v=RT4CP-7kQtQ

Watch video below:

Adding a New User using the New Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 09 Feb 2011 11:28:00 GMT

This SalesLogix Training webinar series begins to take the user through all of the new Administration options that are available in the SalesLogix Web Client on the Cloud.

In this webinar the user will learn to add a new user. We will go through all of the options available in the User Profile.

Link: http://www.youtube.com/watch?v=YWAxi8Zqd-c

Watch video below:

Query Builder II - Layout, Sorting and Defaults [Video]

Dale Richter — Wed, 26 Jan 2011 13:46:00 GMT

This SalesLogix Training webinar will show the user how to change the layout of a group. Also, how to sort by more than one field. The last tab, defaults will allow the user to create groups without duplicate records.

Part 2 of 3 webinars showing other features of Query Builder

Link: http://www.youtube.com/watch?v=OGztVLNQKHw

Watch video below:

Query Builder I for the SalesLogix Web or SalesLogix Cloud [Video]

Dale Richter — Wed, 19 Jan 2011 09:51:00 GMT

Query Builer I

This SalesLogix Training webinar will show the user how to create a basic contact group. It will show the user how to use "And" and "Or" and the brackets in the Conditions tab.

Part 1 of 3 webinars showing other features of Query Builder

Link: http://www.youtube.com/watch?v=PRsjAGszPx4

Watch video below:

SalesLogix Web Client and SalesLogix Cloud Timelines [Video]

Dale Richter — Wed, 12 Jan 2011 10:39:00 GMT

This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud.

This new feature is not available in the LAN version of SalesLogix. It will also the user to get a visual representation of what is what happening with their accounts.

Check it out!

Link: http://www.youtube.com/watch?v=DcSY_aoMSM0

Watch video below:

Using Joins in SalesLogix Web / Cloud [Video]

Dale Richter — Wed, 05 Jan 2011 11:00:00 GMT

This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix.

A Join is how we connect two different tables in the database. In this webinar we will look at how Joins can effect the data the we see.

Check out the video to see all of the details.

Link: http://www.youtube.com/watch?v=T4aEfmG07Ek

Watch video below:

Multi-Level Grids for SalesLogix Cloud / Web [Video]

David Tinjum — Wed, 29 Dec 2010 09:19:00 GMT

This video shows functionality that allows you to create a Multi-Level Grid within SalesLogix Web / Cloud. We have also had many-to-one grids, but this will allow the user to create a multi level grid.

In this example, we go from Bids, to order, to invoices. Check out the video to see all of the details.

Link: http://www.youtube.com/watch?v=etLTNZqjFq4

Watch video below:

Sales Forecasting Part 2 - SalesLogix Cloud / Web Client [Video]

David Tinjum — Wed, 22 Dec 2010 10:01:00 GMT

In Part 2 of this SalesLogix Training webinar we will look at more options for Forecasting and managing a Pipeline.

There are several ways a Sales Manager can create Forecasts and Pipelines and we will review each of those.

This webinar consists of Part I and Part II

Link: http://www.youtube.com/watch?v=ctz2QEvqtnQ

Watch video below:

Sales Forecasting Part 1 - SalesLogix Cloud / Web Client [Video]

Dale Richter — Wed, 15 Dec 2010 10:21:00 GMT

In this SalesLogix Training webinar we will look at available options for Forecasting Sales and creating a Pipeline.

There are several ways a Sales Manager can create Forecasts and Pipelines and we will review each of those.

This webinar consists of Part I and Part II

Link: http://www.youtube.com/watch?v=k1EDYHPoT80

Watch video below:

Lead Import History in SalesLogix Cloud / Web [Video]

David Tinjum — Wed, 01 Dec 2010 14:35:00 GMT

A short SalesLogix Training video explaining the Lead Import History functionality behind the menu item....Import History.

Link: http://www.youtube.com/watch?v=xigEgzphD0U

Watch video below:

This view contains the following columns:

Import Number - Unique number that identifies the lead import.
Description - Name of the list that was imported.
Create Date - Date the list was imported.
Status - Status of the import. For example, Completed.
Imported Count - Number of leads that were imported.
Duplicate Count - Number of duplicates in the import.
Merge Count - Number of records that were merged during the import.
Error Count - Number of errors that occurred during the import.

Creating a New Opportunity in SalesLogix Web [Video]

Dale Richter — Fri, 09 Apr 2010 16:05:00 GMT

This short SalesLogix Training webinar will show the user how to create a new opportunity in the SalesLogix Web Client.

A very important part of forecast is the ability to create and manage opportunities.

Dale Richter
Customer FX

Link: http://www.youtube.com/watch?v=Z9_X_EdjCas

Creating New Contacts and Accounts for SalesLogix Web Client [Video]

Dale Richter — Tue, 06 Apr 2010 20:56:00 GMT

This webinar will show the user how to Create New Contacts and Accounts in the SalesLoigx Web Client.

Central to using SalesLogix Web Client, is the Contact and Account entities. In order to begin using the system, users must be able to create New Contacts and Accounts. Managing these entiites are the primary purpose for SalesLogix.

Dale Richter
Customer FX

Link: http://www.youtube.com/watch?v=imZwg7Svpmk

Converting a Lead in SalesLogix Web Client [Video]

Dale Richter — Thu, 01 Apr 2010 16:44:00 GMT

This webinar will teach the user how to convert a Lead into an Account/Contact in your SalesLogix Web database.

Leads are a totally seperate entity from Contacts and Accounts. Leads reside in a table by themselves. Once a Lead has been qualified, it can then be converted into a Account/Contact.

Dale Richter
Customer FX

Link: http://www.youtube.com/watch?v=5ZKXKPf_tCA

Creating Lead Qualification Questions in SalesLogix Cloud / SalesLogix Web Client [Video]

Dale Richter — Mon, 29 Mar 2010 14:20:00 GMT

In this SalesLogix Training webinar the user will learn how create Lead Qualification questions necessary to qualify a lead

Leads are a totally seperate entity from Contacts and Accounts. Leads reside in a table by themselves. Once a Lead has been qualified, it can then be converted into a Account/Contact. Each type of lead may require specific qualification questions. This webinar will provide the user with the tools to create those questions.

Dale Richter
Customer FX